Parrott Wealth Management

A View from the Perch

Business EN ↓ 90 episodes

Welcome to a View from the Perch, where we bring you essential insights into financial planning each week. Join us as we discuss a new topic every episode, drawing on the extensive research and experience of The PMW's expert team. Our goal is to empower you with the knowledge you need to confidently navigate your personal financial journey. Please visit our website https://www.planningretirements.com/ to get started on your financial journey today.

Be sure to visit the podcast's website and support the creator: podcasters.spotify.com

Author

Parrott Wealth Management

Category

Business

Podcast website

podcasters.spotify.com

Latest episode

Jul 15, 2024

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Episodes

2024 Market Outlook 02.01.2024

On this week's episode, Markets Update: The Market Finishes Strong Empowering Education: Our 2024 Market Outlook Faithful Finance: Cheerful Giving

The Gift that Keeps on Giving: Dividend Stocks 26.12.2023

On this week's episode, Markets Update: The Market continues to perform well (00:30-07:36) Empowering Education: The Gift that Keeps on Giving: Dividend Stocks (07:0-23:08) Faithful Finance: Overcoming Temptation (20:08-27:40)

Why Your Dollar isn't Going as Far 18.12.2023

On this week's episode, Markets Update: A Great Month of November & Soft Landing (00:28-07:28) Empowering Education: Important financial information about buying and selling a home (07:30-20:45) Faithful Finance: Leave a Legacy (20:47-25:40)

Your End of Year Financial Checklist 11.12.2023

On this week's episode, Markets Update: Lower Rates in the Near Future? (00:28-07:10) Empowering Education: Developing a End of Year Financial Checklist (07:14-20:36) Faithful Finance: Leave a Legacy (20:42-26:15)

Housing 101 04.12.2023

On this week's episode, Markets Update: A Great Month of November & Soft Landing (00:28-05:50) Empowering Education: Important financial information about buying and selling a home (05:51-21:54) Faithful Finance: Leave a Legacy (21:59-25:10)

Tax-Efficient Gifting 27.11.2023

On this week's episode, Markets Update: Despite Fed speak and declining retail sales, we are up (00:28-04:46) Empowering Education: How to gift tax efficiently (04:50-21:45) Faithful Finance: Do not be conformed but transformed (21:53-28:36)

Market FOMO 20.11.2023

On this week's episode, Markets Update: Rates drop and Markets take off (00:27-04:02 Empowering Education: How to avoid FOMO in the market (04:04-16:12) Faithful Finance: How to give faithfully (16:15-20:45)

How much is enough? 13.11.2023

In this week's episode, Markets Update: Markets continue to be strong (00:29-05:30) Empowering Education: How much is enough in retirement? (5:33-20:45) Faithful Finance: The Parable of the Rich Fool (20:50-26:07)

The Magic Number 5 06.11.2023

In this week's episode, Markets Update: Markets are Red Hot (00:29-03:23) Empowering Education: The Behavioral Finance on a 5% Fixed Return (3:30-20:46) Faithful Finance: John 3:30 (20:50-26:40)

The Resurrection of the 60/40 Model 30.10.2023

In this week's episode, Markets Update: Markets Mixed & Potential Rally? Empowering Education: The Resurrection of the 60/40 Model Faithful Finance: Proverbs 3:5-6

Faith and Finance 23.10.2023

In this week's episode, Markets Update: Rate Watch & Fed Speak Empowering Education: Faith and Finance. How to faithfully manage your finances. Intriguing Issues: Netflix's Big Week

Higher for Longer 16.10.2023

In this week's episode, Markets Update: Hot PPI and CPI, but Fed speak keeps the market at bay. Empowering Education: What does "Higher for Longer" actually mean? Is it such a bad thing? Intriguing Issues: Israel Conflict & NASA Psyche

Does America have a Spending Problem? 09.10.2023

In this week's episode, Markets Update: Will there be a Q4 Rally? Empowering Education: American's Spending Like There Is No Tomorrow? Intriguing Issues: Student Loans & Utah's NIL Deal

The Race to Zero 25.09.2023

In this week's episode, Markets Update: A "Hawkish" Pause causing concern for investors (00:27-07:28) Empowering Education: Will the zero-fee ETF be the norm? If so, is it truly everything it seems to be? (07:30-19:15) Intriguing Issues: Disney's Pivot & Higher for Longer (19:16-28:37)

What are your options when trading options? 18.09.2023

In this week's episode, Markets Update: CPI comes in hot and Markets are mixed (00:27-08:57) Empowering Education: Are 24-hour Option trading viable? (09:00-24:30) Intriguing Issues: UAW Strike & Mitt Romney Announcement (24:40-30:20)

Financial Planning and Football? 11.09.2023

In this week's episode, Markets Update: Markets get Skittish because of Inflation (00:32-07:53) Empowering Education: Parallels of Success on the Field and in Finances (07:56-20:24) Intriguing Issues: China bans iPhone for Government Officials (22:17-29:01)

The Schwab Merger 05.09.2023

In this week's episode, Markets Update: Why is the Market up? (00:29-06:31) Empowering Education: The Schwab Merger (06:35-19:25) Intriguing Issues: College Football Returns & The Great Resignation is Over (19:27-24:30)

Buffett and Burry get Bearish? 28.08.2023

In this week's episode, Markets Update: Nvidia carries the Market (00:30-04:34) Empowering Education: Warren Buffet and Michael Burry's Strategies (04:38-24:05) Intriguing Issues: Russian Plane Crash & The Ice Rush (24:10-32:00)

A.I. Bubble? 14.08.2023

In this week's episode, Markets Update: Markets continue to trend Down Empowering Education: Are We in an A.I. Bubble? Intriguing Issues: ESPN's deal with Penn

The Lost Decade 07.08.2023

In this week's episode, Markets Update: Fitch's Downgrade causes a Selloff Empowering Education: The Lost Decade Intriguing Issues: What is next for Shopping Malls?

Bond Misconceptions 01.08.2023

In this week's episode, Markets Update: The Dow with a 13-day Winning Streak? Empowering Education: Common Bond Misconceptions Intriguing Issues: Woman's World Cup & Spotify's Price Increase

Financial Literacy 101 18.07.2023

In this week's episode, Markets Update: Inflation below 3%? Empowering Education: The Power of Financial Literacy Intriguing Issues: Inflation and Amazon Prime Day

The Magnificent Seven 10.07.2023

In this week's episode, Markets Update: Back to the Fed Holding Pattern. Empowering Education: The Magnificent Seven Stocks: Growth vs. Value Intriguing Issues: Threads and Student Loans

Your Financial Summer Checklist 05.07.2023

n this week's episode, Markets Update: Market's halfway point Empowering Education: Your Financial Summer Checklist Intriguing Issues: Wagner Group Rebellion & Costco's Crackdown

The Future of Emerging Markets 12.06.2023

In this week's episode, Markets Update: A June Pause and the Yield Curve Flattening? Empowering Education: The Future of Emerging Markets. Is BRIC no more? Intriguing Issues: The Canadian Wildfires & The Apple Vision Pro

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